2012 Folio News
Why Target Date ‘Folios’ Beat Traditional Funds
(The Street)
September 11, 2012 – Steven Wallman, CEO of Folio Investing, says his company’s Target Date folios are a better alternative to the market’s current offerings.
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Folio’s CEO Wallman Says Diversification Reduces Risk
(Bloomberg)
September 7, 2012 – Steve Wallman, chief executive officer at FOLIOfn Inc. and former Securities and Exchange commissioner, says investors should be diversified in a variety of sectors. Wallman talks with Bloomberg’s Pimm Fox and Courtney Donohoe on Bloomberg Radio’s “Taking Stock.”
Why Target-Date Funds Are Off-Target for Many Investors
(By James K. Glassman, Kiplinger)
September 2012 – Target-date funds might be a bigger gamble than you’re willing to take. Folio Investing offers portfolios with different levels of risk.
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Build Your Own Mutual Fund
(Fox Business)
August 6, 2012 – Steven Wallman of FOLIOfn discusses how his company allows investors to better manage their funds.
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Content note: Folios are not mutual funds but alternatives to mutual funds; Folios may contain mutual funds, ETFs and individual stocks.
Building Portfolios for Any Objective
(Kate Stalter, Forbes)
June 27, 2012 – FOLIO constructs Ready-to-Go portfolios to help investors meet a variety of goals. Today, president and CEO Greg Vigrass discusses how the company researched the target-date category and developed its own unique approaches.
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Same Returns, Less Risk
(by Ben Levisohn and Joe Light, The Wall Street Journal)
June 1, 2012 – Investors can be forgiven for feeling gun-shy these days. From the financial crisis and “flash crash” to last summer’s debt-ceiling mess and the botched Facebook FB -2.86% public offering, the confidence of many investors has been rattled.
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ETF Alternatives for Last Week’s Hot Stocks
(by Will Ashworth, Investor Place)
May 29, 2012 – Investors breathed a sigh a relief headed into the Memorial Day weekend as the S&P 500 Index gained 1.7%, its first winning week in a month. Whether the good mood continues will depend on what happens in the coming days in Europe.
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How Important Is it to Diversify?
(by Kate Stalter, Money Show)
May 11, 2012 – FolioInvesting CEO Steven Wallman describes how his company aims to help retail investors diversify. By using the portfolio strategies offered, retail investors are better able to stay the course, he tells MoneyShow.com.
Are Online Investment Services Right For You?
(by Tim Parker, Investopedia)
April 19, 2012 – Technology has changed the way we invest our money. Only a generation ago, the only way to get money directly into the markets was to go through a broker, and brokers often came with some hefty fees. Even today, using the services of traditional investment advisers may cost you more than 3% and likely not less than 1%. The addition of trading commissions, taxes and mutual fund fees can lead to a lot of lost gains over time.
SEC sets investor advisory committee
(by Dan Jamieson, Investment News)
April 11, 2012 – Still has to appoint chairman and vice chairman, meeting schedule
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Getting Help Creating Your Own Diversified Portfolio
(by Matt Krantz, USA Today)
March 27, 2012 – What choices are there for investors who want a diversified portfolio but want it to be done automatically for them?
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Portfolio a Little Off-Kilter? Could be Time to Rebalance It
(by Tara Siegel Bernard, The New York Times)
March 23, 2012 – So much of our financial lives requires regular maintenance—whether it’s updating who’s going to inherit what, checking that you’re not paying too much for car insurance or making sure your investments, particularly your retirements savings, are still working for you.
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When Your Bank Doesn’t Want You
(by Linda Stern, Reuters)
March 2, 2012 – Tensions between banks and consumers were at fever pitch last fall, when Bank of America tried unsuccessfully to make a $5 monthly debit card fee stick and consumer activists took to the parks and asked customers to move their money on “Bank Transfer Day.”
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Three Ways To Play Your Thirst For Heineken
(by Will Ashworth, Investopedia)
January 25, 2012 – Back on Jan. 20, 2010, I wrote an article about Heineken’s (OTCBB:HINKY) $7.8 billion purchase of Femsa’s (NYSE:FMX) beer operations. I finished the article by suggesting the deal would be good for both companies.
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The “Free Lunch” of Financial Advice
(by Linda Stern, Reuters)
January 4, 2012 – It’s a cherished and long-held belief in the personal finance world that there’s no such thing as a free lunch. The catechism goes like this: if a service is “free” that just means you can’t see the hidden fees, or it’s a really lousy service, or it’s a trap, and not free at all.
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